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Succession planning using employee stock ownership plans
ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
Succession planning using retirement plans
Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
Owner Readiness for Business Succession
Owner readiness is crucial to successful business succession, but many struggle with this first step. Read more on planning goals.
House Ways and Means Committee Proposed Tax Changes
The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.
3 tests, few answers: The not-so-simple world of worker classification
Growing businesses need to add workers. As the popularity of independent contractors grows, so does scrutiny over employee classification.
Strong internal controls can help minimize losses
There are a number of steps construction companies can take to help avoid unintended losses resulting from error or outright fraud.
Change management for family offices: 5 key considerations
Change management for family offices can be especially challenging because of family dynamics, complex wealth and lean staff.
Performing a 401(k) retirement plan self-checkup
When an employer sponsors a retirement plan for its employees, it must carefully consider, and continually monitor, the plan provisions.
Digital assets targeted for substantial tax hikes
The Ways and Means Committee proposed legislation targeting digital assets to increase tax revenue via wash and constructive sales rules.
Taxpayer Advocate Service struggles with a backlog of cases
Taxpayer Advocate Service is wrestling with a backlog of cases trying to navigate the changing environment of the pandemic.
Operating nonqualified deferred compensation plans FAQs for employers
Throughout a plan’s life cycle, employers should consider whether their plans remain compliant and aligned with the organization’s goals.
Technology at the center
Family offices can strengthen backup processes and increase efficiency and scalability by implementing finance and accounting outsourcing.
The Real Economy: September 2021
Everything from semiconductors to employees is in short supply as the economy recovers from the shock of the pandemic.
Why inflation expectations remain subdued
Inflation expectations remain remarkably well anchored despite the recent five-month surge in topline inflation.
Bottlenecks in the supply chain
The robust economic expansion that is underway is unfolding in a unique fashion, and it is not for the fainthearted.